Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BRADY FAMILY WEALTH, LLC (CIK 1971456) reported $320.6M across 110 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($25.6M, 7.98%), GOOGL ($17.1M, 5.34%), MSFT ($14.9M, 4.63%), AVGO ($12.8M, 4.00%), LOW ($9.3M, 2.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $25.6M | 7.98% | 100,818 | Added |
| 2 | GOOGL | ALPHABET INC | $17.1M | 5.34% | 59,554 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $14.9M | 4.63% | 40,148 | Added |
| 4 | AVGO | BROADCOM INC | $12.8M | 4.00% | 41,444 | Added |
| 5 | LOW | LOWES COS INC | $9.3M | 2.89% | 39,163 | Added |
| 6 | BLK | BLACKROCK INC | $7.6M | 2.37% | 7,887 | Added |
| 7 | SYK | STRYKER CORPORATION | $7.4M | 2.31% | 22,512 | Added |
| 8 | ADI | ANALOG DEVICES INC | $7.4M | 2.30% | 23,191 | Trimmed |
| 9 | CB | CHUBB LTD SWITZ | $7.1M | 2.22% | 21,853 | Added |
| 10 | V | VISA INC | $7.1M | 2.21% | 23,405 | Added |
| 11 | SHY | ISHARES TR | $7.0M | 2.19% | 84,997 | Added |
| 12 | JNJ | JOHNSON & JOHNSON | $6.9M | 2.16% | 28,346 | Trimmed |
| 13 | CSCO | CISCO SYS INC | $6.9M | 2.14% | 88,625 | Added |
| 14 | PSX | PHILLIPS 66 | $6.6M | 2.06% | 36,218 | Added |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.4M | 1.99% | 13,347 | Added |
| 16 | IVV | ISHARES TR | $6.3M | 1.96% | 9,621 | Added |
| 17 | AMZN | AMAZON COM INC | $6.2M | 1.92% | 29,591 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $6.0M | 1.87% | 20,405 | Added |
| 19 | TJX | TJX COS INC NEW | $5.9M | 1.84% | 36,995 | Added |
| 20 | AMGN | AMGEN INC | $5.9M | 1.84% | 16,779 | Added |
| 21 | ABT | ABBOTT LABORATORIES | $5.8M | 1.82% | 56,739 | Added |
| 22 | TXN | TEXAS INSTRS INC | $5.5M | 1.72% | 28,480 | Added |
| 23 | PEP | PEPSICO INC | $5.0M | 1.55% | 32,030 | Trimmed |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $4.9M | 1.52% | 4,882 | Added |
| 25 | GD | GENERAL DYNAMICS CORP | $4.6M | 1.44% | 13,427 | Added |
Source: SEC Form 13F filings · as of 2026-03-31